How many shares of SCHG does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 6.7M shares of SCHG (SCHWAB STRATEGIC TR).

What is Beacon Pointe Advisors, LLC's SCHG position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's SCHG position is worth $228.2M.

Is Beacon Pointe Advisors, LLC buying or selling SCHG?

In 2026-Q2, Beacon Pointe Advisors, LLC increased their SCHG position (+0.7% change in shares).

When did Beacon Pointe Advisors, LLC first buy SCHG?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in SCHG in 2018-Q4. They have held the position across 31 quarters.

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Beacon Pointe Advisors, LLC

SCHG
31 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in SCHWAB STRATEGIC TR

Current Value

$228.2M

Current Shares

6.7M

Total Value Change

+$226.9M

Total Shares Change

+6.7M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	6.7M	+0.7%	$228.2M	1.1%	$33.84	48
2026-Q1	Increased	6.7M	+84.1%	$195.2M	1.0%	$29.10	75
2025-Q4	Decreased	3.6M	-0.1%	$118.7M	0.8%	$32.55	0
2025-Q3	Decreased	3.6M	-0.2%	$116.3M	1.0%	$31.81	0
2025-Q2	Increased	3.7M	+0.2%	$106.7M	1.1%	$29.09	47
2025-Q1	Increased	3.6M	+4.6%	$91.2M	1.0%	$24.91	49
2024-Q4	Increased	3.5M	+334.8%	$97.1M	1.1%	$27.70	76
2024-Q3	Increased	801,075	+3.2%	$83.5M	1.0%	$25.86	43
2024-Q2	Increased	776,193	+0.5%	$78.3M	0.9%	$25.06	42
2024-Q1	Increased	772,322	+5.6%	$71.6M	0.8%	$23.01	44
2023-Q4	Increased	731,606	+1.5%	$60.7M	0.7%	$20.57	42
2023-Q3	Increased	720,937	+10.1%	$52.4M	0.7%	$18.00	46
2023-Q2	Increased	654,845	+8.9%	$49.1M	0.8%	$18.49	45
2023-Q1	Increased	601,203	+7.4%	$39.2M	0.7%	$16.06	44
2022-Q4	Increased	559,574	+21.4%	$31.1M	0.6%	$13.70	49
2022-Q3	Increased	460,845	+25.8%	$25.7M	0.6%	$13.71	50
2022-Q2	Decreased	366,368	-45.3%	$21.2M	0.4%	$14.23	0
2022-Q1	Increased	669,376	+483.1%	$50.1M	0.7%	$18.34	67
2021-Q4	Decreased	114,788	-2.1%	$18.8M	0.5%	$20.05	0
2021-Q3	Decreased	117,240	-9.1%	$17.4M	0.4%	$18.10	0
2021-Q2	Decreased	128,930	-2.4%	$18.8M	0.7%	$17.82	0
2021-Q1	Decreased	132,147	-3.1%	$17.2M	1.1%	$15.83	0
2020-Q4	Increased	136,314	+1.1%	$17.5M	1.2%	$15.65	45
2020-Q3	Increased	134,855	+5.0%	$15.5M	1.5%	$14.02	47
2020-Q2	Increased	128,500	+235.6%	$13M	1.3%	$12.34	71
2020-Q1	Increased	38,288	+51.1%	$3.1M	0.5%	$9.66	44
2019-Q4	Increased	25,347	+6.8%	$2.4M	0.7%	$11.25	39
2019-Q3	Decreased	23,738	-4.5%	$2M	0.9%	$10.10	0
2019-Q2	Increased	24,867	+10.9%	$2.1M	0.8%	$10.05	41
2019-Q1	Increased	22,427	+11.7%	$1.8M	0.7%	$9.57	41
2018-Q4	New	20,072	-	$1.4M	0.8%	$8.21	50

Other major holders of SCHG: CHARLES SCHWAB INVESTMENT MANAGEMENT INC, ENVESTNET ASSET MANAGEMENT INC

SCHG31 quarters

SCHG
31 quarters